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Servicing advisor change Important instructionsSend completed form to the Commission Unit by mail, fax or email: Individual Insurance Advisor Center 500 King Street North PO BOX 1669 WATERLOO ON N2J
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To fill out servicing advisor change for insurancemanulife, follow these steps:
02
Obtain the servicing advisor change form from the insurancemanulife website or contact their customer service.
03
Provide your personal information, including your name, address, and contact details.
04
Indicate the policy or policies for which you want to change the servicing advisor.
05
Provide the details of the new servicing advisor, including their name, contact information, and any relevant license or certification numbers.
06
Sign and date the form.
07
Submit the completed form to insurancemanulife through the specified channels, such as online submission, mailing address, or in-person at their branch office.
08
Keep a copy of the completed form for your records.

Who needs servicing advisor change- insurancemanulife?

01
Anyone who currently has an insurance policy with insurancemanulife and wants to switch their servicing advisor needs servicing advisor change.
02
This could be individuals who are not satisfied with their current advisor or prefer to work with a different advisor for various reasons, such as better communication, expertise in a specific area, or personal preference.
03
Servicing advisor change allows policyholders to have better control over their insurance and ensure their needs are met by an advisor they are comfortable and confident in.
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The servicing advisor change in Manulife refers to the process of updating or changing the financial advisor assigned to a client's insurance policies or accounts.
Clients or policyholders who wish to change their servicing advisor within Manulife are required to file the servicing advisor change.
To fill out the servicing advisor change, clients must provide their personal details, the information of the current advisor, the new advisor's details, and any relevant policy numbers.
The purpose is to ensure that clients are working with the advisor of their choice for the management of their insurance products and financial advice.
The change form must report client identification details, the name and contact information of the current and new advisors, and any policy numbers affected by the change.
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